Meet the Team
We’re a team of ordinary individuals that provide extraordinary services for real people
Founder & CEO
Director of Wealth Management
Jason started his career in finance while working for a local bank in Norman and completing his degree…read more.
Director of Operations
After graduating from the University of Oklahoma College of Law in 2004, Kim embarked on a 15 year career in…read more.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Cornerstone Wealth Management are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
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The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.